JPUS vs. XJH ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to iShares ESG Screened S&P Mid-Cap ETF (XJH)

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$118.74

Average Daily Volume

7,522

Number of Holdings ^*

351

* may have additional holdings in another (foreign) market

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$41.64

Average Daily Volume

17,687

Number of Holdings ^*

354

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	XJH
30 Days	1.15%	-0.39%
60 Days	6.28%	-0.24%
90 Days	9.88%	6.36%
12 Months	30.94%	26.46%

84 Overlapping Holdings

Symbol	Grade	Weight in JPUS	Weight in XJH	Overlap
AFG	B	0.06%	0.38%	0.06%
ALLY	F	0.23%	0.37%	0.23%
AM	A	0.38%	0.2%	0.2%
ASH	F	0.22%	0.17%	0.17%
BRBR	A	0.21%	0.31%	0.21%
BRX	C	0.36%	0.32%	0.32%
CASY	D	0.38%	0.54%	0.38%
CHE	C	0.18%	0.35%	0.18%
CIEN	A	0.47%	0.35%	0.35%
CLF	F	0.2%	0.23%	0.2%
CLH	C	0.4%	0.48%	0.4%
CNM	F	0.23%	0.34%	0.23%
COKE	C	0.22%	0.3%	0.22%
CRI	D	0.03%	0.09%	0.03%
CRUS	D	0.12%	0.25%	0.12%
CSL	A	0.16%	0.8%	0.16%
CUBE	C	0.39%	0.47%	0.39%
DINO	D	0.28%	0.29%	0.28%
DLB	C	0.06%	0.18%	0.06%
DTM	A	0.14%	0.29%	0.14%
EGP	D	0.07%	0.35%	0.07%
EPR	C	0.19%	0.14%	0.14%
EXP	B	0.19%	0.37%	0.19%
FLO	D	0.22%	0.18%	0.18%
FNF	B	0.35%	0.61%	0.35%
FR	D	0.17%	0.29%	0.17%
FYBR	C	0.39%	0.31%	0.31%
GAP	F	0.19%	0.18%	0.18%
GLPI	A	0.36%	0.54%	0.36%
GNTX	D	0.29%	0.28%	0.28%
HOG	D	0.04%	0.18%	0.04%
HRB	C	0.39%	0.35%	0.35%
INGR	B	0.39%	0.35%	0.35%
IRDM	B	0.07%	0.14%	0.07%
ITT	C	0.24%	0.48%	0.24%
JEF	A	0.26%	0.39%	0.26%
JLL	C	0.43%	0.5%	0.43%
KRC	C	0.16%	0.16%	0.16%
LAMR	C	0.41%	0.45%	0.41%
LOPE	D	0.08%	0.16%	0.08%
LPX	C	0.08%	0.26%	0.08%
LSTR	F	0.04%	0.25%	0.04%
M	F	0.18%	0.16%	0.16%
MEDP	F	0.19%	0.32%	0.19%
MSM	D	0.26%	0.15%	0.15%
MTG	B	0.35%	0.26%	0.26%
NEU	F	0.19%	0.17%	0.17%
NNN	A	0.19%	0.35%	0.19%
NSA	C	0.06%	0.13%	0.06%
NXST	F	0.36%	0.19%	0.19%
OC	C	0.31%	0.59%	0.31%
OHI	C	0.39%	0.41%	0.39%
ORI	B	0.29%	0.33%	0.29%
PAG	D	0.34%	0.12%	0.12%
PK	D	0.24%	0.12%	0.12%
POST	D	0.38%	0.22%	0.22%
PPC	D	0.18%	0.07%	0.07%
R	C	0.15%	0.24%	0.15%
RGA	C	0.16%	0.56%	0.16%
RGLD	C	0.08%	0.37%	0.08%
RPM	B	0.26%	0.62%	0.26%
RS	D	0.36%	0.62%	0.36%
SAM	C	0.21%	0.09%	0.09%
SCI	D	0.16%	0.44%	0.16%
SLM	C	0.09%	0.19%	0.09%
SMG	B	0.11%	0.14%	0.11%
SNX	D	0.25%	0.35%	0.25%
SON	D	0.01%	0.21%	0.01%
STAG	D	0.25%	0.28%	0.25%
STWD	C	0.19%	0.26%	0.19%
THC	D	0.41%	0.61%	0.41%
TKR	D	0.22%	0.21%	0.21%
TNL	C	0.06%	0.12%	0.06%
TOL	A	0.42%	0.6%	0.42%
UGI	C	0.33%	0.21%	0.21%
UNM	A	0.41%	0.29%	0.29%
USFD	C	0.42%	0.6%	0.42%
UTHR	C	0.4%	0.62%	0.4%
VVV	F	0.11%	0.21%	0.11%
WLK	C	0.38%	0.19%	0.19%
WPC	C	0.24%	0.54%	0.24%
WSM	B	0.37%	0.76%	0.37%
WU	D	0.13%	0.12%	0.12%
X	F	0.33%	0.32%	0.32%

JPUS Overweight 267 Positions Relative to XJH

Symbol	Grade	Weight
VST	B	0.53%
CEG	A	0.48%
ANET	A	0.47%
NRG	A	0.45%
SCCO	B	0.43%
VZ	B	0.42%
HST	D	0.42%
PEG	A	0.42%
PFGC	A	0.42%
PWR	B	0.42%
ETR	A	0.41%
KR	C	0.41%
IRM	A	0.41%
META	A	0.41%
PHM	A	0.41%
T	A	0.4%
ETN	C	0.4%
MSI	A	0.4%
AVGO	C	0.4%
HCA	C	0.4%
IP	C	0.4%
CMCSA	C	0.4%
DKS	D	0.4%
UHS	D	0.4%
KLAC	B	0.4%
TMUS	A	0.4%
NVR	C	0.4%
GWW	B	0.39%
SO	A	0.39%
NVDA	B	0.39%
K	A	0.39%
PNW	B	0.39%
LLY	D	0.39%
DHI	C	0.39%
AFL	A	0.39%
JNPR	B	0.39%
SPG	A	0.39%
KVUE	C	0.39%
PGR	C	0.39%
PPL	B	0.39%
ADI	C	0.39%
HIG	B	0.39%
VLO	F	0.39%
LMT	A	0.39%
LEN	B	0.39%
CVS	C	0.39%
DVA	C	0.39%
KMI	A	0.39%
NI	A	0.39%
SYF	B	0.39%
MPC	C	0.38%
GIS	C	0.38%
MDLZ	D	0.38%
DUK	B	0.38%
BRK.A	C	0.38%
FCNCA	D	0.38%
PG	D	0.38%
SYY	C	0.38%
ABBV	A	0.38%
TAP	D	0.38%
CAG	D	0.38%
EIX	B	0.38%
AMGN	D	0.38%
CMI	A	0.38%
TRGP	A	0.38%
RSG	C	0.38%
APH	D	0.38%
ADM	F	0.38%
WELL	C	0.38%
XOM	A	0.38%
WM	B	0.38%
KO	C	0.38%
CE	C	0.38%
CPB	D	0.37%
FE	C	0.37%
CI	D	0.37%
LYB	F	0.37%
AOS	B	0.37%
EMN	C	0.37%
CL	D	0.37%
PM	D	0.37%
COF	C	0.37%
CSCO	A	0.37%
GD	C	0.37%
ED	A	0.37%
ORCL	C	0.37%
HRL	F	0.37%
KHC	F	0.37%
KMB	D	0.37%
REG	C	0.37%
BG	F	0.37%
LOW	A	0.36%
PEP	F	0.36%
PH	B	0.36%
VRTX	D	0.36%
FANG	C	0.36%
AAPL	C	0.36%
BLDR	B	0.36%
ESS	D	0.36%
GRMN	D	0.36%
AZO	D	0.36%
PSA	C	0.36%
MCK	F	0.36%
MO	D	0.36%
TSN	D	0.35%
MSFT	D	0.35%
CLX	C	0.35%
VICI	C	0.35%
REGN	D	0.35%
OGE	A	0.35%
AMAT	B	0.35%
STLD	B	0.35%
ACGL	A	0.35%
DGX	C	0.35%
CTSH	B	0.35%
ORLY	A	0.35%
PSX	D	0.35%
TSCO	B	0.35%
UNH	B	0.34%
TJX	D	0.34%
WEC	A	0.34%
ELV	F	0.34%
MRO	C	0.34%
SRE	B	0.34%
XEL	B	0.34%
HUBB	B	0.34%
FAST	C	0.34%
WY	C	0.34%
AEP	C	0.34%
EVRG	C	0.34%
ALSN	A	0.34%
D	A	0.34%
CHD	D	0.33%
INTU	F	0.33%
NTAP	D	0.33%
EXC	A	0.33%
BAH	A	0.33%
WMB	A	0.33%
STZ	D	0.33%
AVB	C	0.32%
ACN	B	0.32%
CTRA	D	0.32%
IBM	A	0.32%
DHR	D	0.32%
DOW	B	0.32%
CHTR	D	0.32%
ITW	B	0.32%
CAH	B	0.32%
CF	A	0.32%
NUE	C	0.31%
CTVA	A	0.31%
ABT	C	0.31%
KIM	C	0.31%
MAS	A	0.31%
QCOM	C	0.31%
GILD	A	0.31%
CVX	B	0.31%
DTE	A	0.31%
NFG	A	0.3%
FCX	B	0.3%
CDNS	D	0.3%
MRK	F	0.3%
LRCX	D	0.3%
EG	B	0.3%
ECL	B	0.3%
ACI	F	0.3%
OLN	C	0.3%
ZTS	C	0.3%
LIN	B	0.3%
IT	B	0.3%
EOG	B	0.29%
CMS	A	0.29%
ESI	C	0.29%
LNG	A	0.29%
HOLX	D	0.29%
HPE	B	0.29%
KDP	C	0.29%
AVY	D	0.29%
CB	B	0.28%
HBAN	D	0.28%
CAT	A	0.28%
UNP	D	0.28%
FITB	C	0.28%
CBOE	B	0.27%
BAC	D	0.27%
SYK	C	0.27%
STE	D	0.27%
SPB	C	0.27%
HSY	F	0.27%
PKG	B	0.27%
COP	D	0.26%
BBY	C	0.26%
NEM	C	0.25%
WST	D	0.25%
VTR	C	0.25%
DOX	B	0.25%
ROST	D	0.25%
AMP	A	0.24%
MDT	C	0.24%
GEHC	C	0.24%
DRI	C	0.24%
IFF	C	0.24%
TGT	D	0.24%
SJM	D	0.23%
VTRS	D	0.22%
BPOP	D	0.22%
BMY	B	0.22%
LDOS	A	0.21%
MAA	D	0.21%
PR	D	0.2%
BDX	C	0.2%
HUN	C	0.2%
EQR	C	0.2%
OMF	F	0.19%
CPT	C	0.18%
APO	B	0.18%
F	D	0.18%
SWKS	F	0.17%
MOS	F	0.17%
TMO	D	0.17%
CCI	C	0.17%
MOH	F	0.16%
EA	D	0.16%
BKNG	C	0.15%
RHI	D	0.15%
IPG	D	0.15%
HIW	C	0.15%
CACI	A	0.14%
ATO	A	0.14%
STT	C	0.12%
CSX	D	0.12%
PFG	C	0.11%
GOOGL	B	0.11%
DFS	C	0.11%
UI	A	0.11%
VIRT	B	0.11%
WRB	C	0.11%
OXY	D	0.1%
USB	D	0.1%
CHK	D	0.1%
PRU	C	0.09%
FRT	D	0.09%
DVN	F	0.09%
CARR	A	0.09%
RF	C	0.08%
SAIC	A	0.08%
RBC	C	0.07%
NKE	D	0.07%
RMD	C	0.07%
CWEN	C	0.06%
CFG	D	0.06%
ADBE	F	0.05%
PCAR	C	0.05%
KEY	C	0.05%
CBRE	B	0.05%
RRC	C	0.05%
MMC	D	0.05%
AGO	B	0.04%
SSNC	C	0.04%
VLTO	A	0.04%
FTRE	F	0.03%
MNST	D	0.03%
LEG	D	0.02%
IDA	D	0.02%
PLD	D	0.01%
KSS	D	0.01%
ROKU	B	0.0%

JPUS Underweight 270 Positions Relative to XJH

Symbol	Grade	Weight
ILMN	B	-0.82%
EME	C	-0.78%
LII	C	-0.77%
AVTR	D	-0.69%
BURL	D	-0.68%
WSO	C	-0.68%
MANH	C	-0.67%
PSTG	F	-0.61%
DT	B	-0.61%
IBKR	A	-0.58%
GGG	C	-0.57%
FIX	B	-0.55%
COHR	A	-0.55%
ACM	A	-0.54%
RNR	A	-0.54%
ELS	D	-0.52%
BMRN	F	-0.52%
XPO	F	-0.51%
FND	C	-0.5%
TTEK	A	-0.49%
WING	C	-0.49%
CW	A	-0.48%
BLD	D	-0.47%
AMH	D	-0.47%
NBIX	F	-0.46%
NVT	D	-0.46%
TXRH	C	-0.46%
SRPT	F	-0.46%
SAIA	D	-0.45%
EWBC	D	-0.44%
RRX	C	-0.44%
CCK	C	-0.44%
BJ	C	-0.43%
LECO	F	-0.43%
ONTO	C	-0.43%
REXR	D	-0.43%
WMS	D	-0.43%
SFM	A	-0.42%
FBIN	B	-0.42%
DUOL	B	-0.41%
ATR	A	-0.41%
ARMK	B	-0.4%
AA	B	-0.4%
WWD	C	-0.4%
NLY	C	-0.4%
KNSL	C	-0.39%
EHC	B	-0.38%
CHDN	D	-0.38%
EQH	C	-0.38%
TPX	C	-0.37%
SF	A	-0.37%
WTRG	D	-0.37%
EVR	C	-0.36%
OLED	C	-0.36%
SKX	D	-0.36%
MUSA	D	-0.36%
DCI	C	-0.35%
PRI	A	-0.35%
NYT	C	-0.35%
TTC	D	-0.35%
GME	D	-0.34%
CROX	C	-0.34%
GPK	D	-0.34%
HLI	B	-0.33%
LAD	C	-0.33%
WEX	C	-0.33%
AIT	B	-0.33%
KNX	D	-0.33%
AXTA	C	-0.32%
AYI	A	-0.32%
LNW	F	-0.32%
FHN	D	-0.32%
UFPI	C	-0.31%
WBS	D	-0.31%
BERY	C	-0.31%
SSD	B	-0.31%
GMED	D	-0.31%
FCN	C	-0.31%
MKSI	F	-0.3%
MIDD	D	-0.3%
RGEN	F	-0.3%
VOYA	A	-0.3%
CR	B	-0.3%
WCC	D	-0.3%
BRKR	D	-0.3%
SSB	C	-0.29%
ADC	B	-0.29%
PEN	D	-0.29%
PNFP	D	-0.29%
LSCC	D	-0.29%
EXEL	B	-0.29%
MTZ	B	-0.29%
PCTY	B	-0.28%
H	C	-0.28%
WTFC	C	-0.28%
ARW	C	-0.28%
KEX	C	-0.28%
TMHC	C	-0.28%
AAON	B	-0.28%
CFR	D	-0.28%
HALO	C	-0.28%
LNTH	C	-0.28%
TREX	D	-0.28%
JAZZ	F	-0.27%
RYAN	A	-0.27%
ZION	D	-0.27%
HQY	C	-0.27%
CGNX	F	-0.27%
FLS	A	-0.27%
PLNT	B	-0.27%
ACHC	F	-0.27%
CBSH	D	-0.27%
MTN	D	-0.27%
ANF	F	-0.27%
MSA	F	-0.27%
MTSI	C	-0.26%
HR	D	-0.26%
LFUS	D	-0.26%
FAF	C	-0.26%
CVLT	C	-0.26%
ALV	F	-0.26%
ESNT	C	-0.26%
PB	D	-0.26%
SEIC	B	-0.26%
ELF	F	-0.25%
CMC	D	-0.25%
NOVT	D	-0.25%
RLI	A	-0.25%
WH	C	-0.25%
G	A	-0.25%
VNO	B	-0.25%
OSK	F	-0.25%
AGCO	D	-0.24%
OLLI	C	-0.24%
KBH	C	-0.24%
ESAB	C	-0.24%
EXLS	A	-0.24%
CBT	C	-0.24%
GXO	D	-0.24%
WFRD	F	-0.24%
CYTK	D	-0.24%
NOV	F	-0.24%
LEA	F	-0.24%
AZPN	B	-0.24%
SNV	D	-0.24%
THO	C	-0.23%
DAR	F	-0.23%
VMI	B	-0.23%
WHR	C	-0.23%
MASI	B	-0.23%
ONB	D	-0.23%
DBX	B	-0.23%
BC	D	-0.22%
MMS	C	-0.22%
SIGI	D	-0.22%
MDU	C	-0.22%
SRCL	A	-0.22%
CHX	C	-0.22%
ALTR	C	-0.22%
WTS	C	-0.22%
EXPO	A	-0.22%
KRG	C	-0.22%
THG	C	-0.21%
DOCS	A	-0.21%
OPCH	F	-0.21%
KD	F	-0.21%
XRAY	D	-0.21%
APPF	C	-0.21%
COLB	C	-0.21%
PVH	F	-0.21%
ST	F	-0.21%
HXL	F	-0.2%
KNF	C	-0.2%
ROIV	D	-0.2%
RH	C	-0.2%
VNT	F	-0.2%
GBCI	C	-0.2%
FIVE	D	-0.2%
GTLS	F	-0.2%
AMG	B	-0.2%
GATX	F	-0.19%
FFIN	D	-0.19%
BDC	B	-0.19%
AVT	C	-0.19%
JHG	B	-0.19%
CELH	F	-0.19%
HOMB	D	-0.19%
UBSI	D	-0.19%
BCO	C	-0.19%
FNB	D	-0.19%
CUZ	C	-0.18%
RMBS	F	-0.18%
CPRI	B	-0.18%
IRT	D	-0.18%
AVNT	C	-0.18%
AN	D	-0.18%
NJR	C	-0.18%
UMBF	C	-0.18%
QLYS	F	-0.18%
CADE	D	-0.18%
EEFT	F	-0.17%
RYN	C	-0.17%
SBRA	C	-0.17%
LITE	A	-0.17%
HWC	D	-0.17%
WMG	C	-0.17%
BYD	C	-0.17%
SWX	C	-0.17%
PII	D	-0.17%
OZK	D	-0.17%
ENS	D	-0.16%
ORA	C	-0.16%
OGS	C	-0.16%
ASGN	D	-0.16%
SLGN	C	-0.16%
VLY	C	-0.15%
SLAB	D	-0.15%
SR	C	-0.15%
HAE	D	-0.15%
TEX	F	-0.14%
COTY	F	-0.14%
MAN	D	-0.14%
VAL	F	-0.14%
POWI	F	-0.14%
CNO	C	-0.14%
AMKR	F	-0.14%
ALGM	F	-0.14%
KMPR	D	-0.14%
PCH	C	-0.13%
TCBI	C	-0.13%
ASB	F	-0.13%
NEOG	F	-0.13%
NVST	D	-0.13%
BLKB	C	-0.13%
YETI	C	-0.13%
CDP	A	-0.13%
NYCB	D	-0.13%
LANC	F	-0.13%
ZI	D	-0.12%
CHH	C	-0.12%
ALTM	D	-0.12%
WEN	D	-0.12%
NSP	F	-0.12%
SYNA	F	-0.12%
PBF	F	-0.12%
AMED	D	-0.12%
IBOC	D	-0.12%
CXT	F	-0.11%
GHC	C	-0.11%
LIVN	B	-0.11%
FHI	C	-0.11%
TDC	D	-0.11%
VAC	D	-0.1%
COLM	D	-0.1%
VC	F	-0.1%
BHF	F	-0.1%
JWN	D	-0.09%
RCM	B	-0.09%
GT	F	-0.09%
AZTA	F	-0.09%
ENOV	F	-0.09%
HGV	F	-0.09%
ARWR	F	-0.09%
CNXC	F	-0.09%
IPGP	D	-0.08%
VSH	F	-0.08%
CAR	F	-0.06%
UAA	B	-0.06%
GEF	D	-0.06%
UA	B	-0.04%